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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,575 | $57,976+133.8% | $63,018+115.1% | $62,293+117.6% |
| Participation rate | 94.4% | 75.9%+18.5pp | 74.8%+19.6pp | 69.5%+24.9pp |
| Annual return | 15.87% | 17.54%-1.7pp | 87.62%-71.8pp | 28.90%-13.0pp |
| Employer contribution / active EE | $7,747 | $2,415+220.8% | $2,761+180.6% | $2,042+279.3% |
| Participant deferral / active EE | $8,609 | $2,956+191.3% | $3,330+158.6% | $3,169+171.7% |
| Admin fee / account holder | $116 | $276-58.1% | $3,601-96.8% | $479-75.9% |